Articles

Interest rate turmoil in the United Kingdom will spread to the Eurozone after the election in Germany

German Election Could Create Even More Chaos for the EU: Support for the AfD is rising sharply

Trump 2.0 runs into chaos, further benefiting a well-prepared China. Elon Musk vs MAGA could derail Trump 2.0

China faces significant economic challenges that can be 'easily' resolved - but is the solution what the Communist Party desires?

Due to the Christmas holidays, there will be no activity on the website from 19 December to 3 January [both days included]

IFO: Market forces operate perfectly in the German labour market - but Berlin and the corporate sector left the economy off-side

China's Economy: More talk than action from Beijing

More skeletons fall out of the closet in Germany. Electricity prices are skyrocketing despite weak industrial production

President Xi Jinping faces significant setbacks - but don't expect leniency from Beijing

The Department of Government Efficiency's success is a necessity for Trump 2.0

What does Assad's fall mean for Trump 2.0? Everything, as Iran edges closer to developing nuclear weapons

China will find it difficult to deviate from the 'path of Japanification'

Germany chose low debt, thereby leaving itself alone on the platform. This will change radically after the election

Does the EU have the political stability to create change? Will voters support the 'old Guard'?

EU stands at a crossroads - Households increasingly worried about unemployment - Private consumption will not drive the economy

China is 'prepared', and Trump 2.0 is 'prepared' - but that is the problem

Trump 2.0 shows 'good governance' - so far - but the pressure on the Europeans has begun

Germany faces a massive challenge - and a 'peace deal' in Ukraine will only worsen the financial strain

The US and the EU face necessary tasks that will increase budget deficits. A peace deal in Ukraine will add even more financial pressure on the EU

What could go wrong in the German federal election? Quite a lot

China will test Trump 2.0 for 'empty' threats. Has the US prepared for a hawkish response from Beijing?

The appointments show that the Trump administration is all in this time - but the president-elect suffers a significant defeat in the Senate

A 'professional' Trump administration with many contradictions. Chaos will gain the upper hand later in 2025

China is well-prepared for Trump version 2.0. Beijing's window of opportunity has been - and remains - wide open since 2011

A compelling Friedrich Merz election victory will transform Germany and the European Union - but this is the last call

Germany is in a hurry, a real hurry. The window of opportunity will close quickly in 2025

A convincing Trump victory will hit US allies hard. The risk of 'crowding out' and inflation necessitates significant public spending cuts

A relationship in Berlin without love likely means an impending divorce. Tomorrow?

Are expectations for Beijing's fiscal package too high? The largest German companies underestimate the geopolitical situation

The British Labour government's budget highlights the extent to which fiscal flexibility has diminished in Europe

The EU Business and Consumer Survey illustrates the reality facing the European Union. The bond market should take note of this

VW's conflict with the trade unions could prove decisive in Germany and the rest of the Eurozone. A positive outcome is possible, but it will be an exceptionally challenging task

Donald Trump's 'second term', the EU's security situation - and what Russia's wartime economy might indicate for the European bond market

NPC Meeting: Beijing knows what is suitable for the Communist Party - but not necessarily for China with plenty of 'capitalist characteristics'

Mr Scholz, Tear Down This Government Coalition - and Call Elections

The skeletons are falling out of the closet in Germany and France. This demands action. Monetary or Fiscal expansion - or both?

The Impact of a Trump Victory on the European Bond Market: What Investors Need to Know

Friedrich Merz sees a significant rise in support in opinion polls. The Schuldenbremse discussion intensifies

Chinese house prices continued their 'free fall' in September, with consumer confidence at rock bottom - yet the economy still grew in Q3. What exactly does Beijing want?

ECB set to cut rates today. EU politicians pushing for self-sufficiency will lift the floor for policy rates

German politics will be crucial for the European Union. Friedrich Merz faces a challenging task as the 'next' Chancellor 

China could solve the overcapacity problem instantly - but Beijing has no plans to change a 'successful strategy'

Avoiding a bearish steepening of the Eurozone yield curve will be challenging

Beijing has chosen an expensive approach without reforms to a structural crisis. The ideological direction remains unchanged

The US Federal Reserve will find it challenging to lower policy rates significantly in 2025

Due to a business trip, there will be no updates on the website Wednesday-Thursday [October 9-10]. Therefore, there will also be no Weekly Newsletter next week

Recession and lack of action in Berlin further fuel AfD's rise in opinion polls. The risk of stagflation in the Eurozone will prevail in 2025

USA: Early and late-leading indicators all point towards a reacceleration in the demand side in the first half of 2025

The Western world faces a prolonged period of supply-side volatility. Central banks' minimum interest rates will be higher than before

Israel views Iran's attack as a welcome 'invitation' to launch comprehensive strikes on Tehran's nuclear weapons programme. Israel sees Iran as an existential threat

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